Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
3,027
+65
+2% +$8.56K ﹤0.01% 1203
2025
Q1
$310K Buy
2,962
+187
+7% +$19.6K ﹤0.01% 1106
2024
Q4
$301K Buy
+2,775
New +$301K 0.01% 925